Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
Generic
Benjamin Ransom

Benjamin Ransom

Sacramento,CA

Summary

Banking expert with 14 years of experience at Wells Fargo & Company, specializing in relationship management and treasury solutions. Demonstrated success in increasing branch profitability and client loyalty through effective team collaboration and problem-solving. Proficient in managing corporate liquidity, financial risk, and cash management strategies, with a strong focus on regulatory compliance. Track record of improving operational efficiency and maximizing revenue growth across various business sectors.

Overview

9
9
years of professional experience

Work History

Commercial Banking Relationship Associate

Wells Fargo & Company
Sacramento
04.2022 - Current
  • Responded promptly to inquiries from internal customers regarding their accounts receivable and payable status.
  • Executed payments through wire transfers, ACH payments, checks or other payment methods as required.
  • Provided assistance with special projects as requested by senior management team members.
  • Maintained records on all treasury transactions such as deposits, withdrawals, transfers.
  • Participated in system testing related to new treasury applications or enhancements to existing systems.
  • Analyzed competitors and market trends to facilitate business growth.
  • Provided training sessions for staff members on proper banking procedures and protocols.
  • Identified opportunities to cross-sell additional products and services to existing customers.
  • Advised customers on the best financial products that meet their needs.

Branch Manager

Wells Fargo & Company
Sacramento
11.2016 - 04.2022
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Facilitated weekly meetings with staff members to discuss progress on current initiatives.
  • Performed regular audits of financial records in order to ensure accuracy.
  • Conducted regular performance reviews for all employees in the branch.
  • Ensured compliance with established policies, procedures and regulations governing banking operations.
  • Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
  • Monitored financial performance of the branch on a monthly basis.
  • Maintained up-to-date knowledge of industry trends, competitive landscape and regulatory environment.
  • Managed and inspired team members to perform to full potential, driving branch profitability.
  • Grew business banking relationships through proactive outreach.
  • Assigned duties to employees and examined work for accuracy, neatness and timeliness.

Education

Some College (No Degree) - Accounting And Finance

Sacramento City College
Sacramento, CA

Skills

  • Problem solving
  • Work Planning and Prioritization
  • Strategic selling
  • Financial analysis
  • Relationship Management
  • Risk assessment
  • Regulatory compliance
  • Project management
  • Team collaboration
  • Performance evaluation

Accomplishments

  • 2017 Q1 Top Customer Experience Branch location
  • 2018 Q2, Q3 Top Sales Performing Branch location
  • 2018 Q3, Q4 Top Customer Experience Branch location
  • 2019 Q2, Q4 Top Customer Experience Branch location
  • Certified Small Business Champion
  • Wells Fargo at Work leader establishing financial workshops with local organizations and schools
  • Organized bank fundraisers
  • District Community Champion - Participated in monthly volunteer events totaling in 100 plus hours.

References

References available upon request.

Timeline

Commercial Banking Relationship Associate

Wells Fargo & Company
04.2022 - Current

Branch Manager

Wells Fargo & Company
11.2016 - 04.2022

Some College (No Degree) - Accounting And Finance

Sacramento City College

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